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Brendan Patrick O'Hora

Smead Capital Management, Inc.

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About Brendan Patrick O'Hora

Brendan O'Hora is a registered representative and investment advisor representative with Smead Capital Management, Inc. Brendan has been active in the securities industry since February 2022 and is licensed to provide securities and investment advisory services in all 50 states, District of Columbia, Puerto Rico and the Virgin Islands. Brendan's firm specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

Firm Information

Brendan O'Hora is currently registered with Smead Capital Management, Inc.. Smead Capital Management, Inc. is an investment advisor based in Phoenix, Arizona. The firm manages approximately $6.07 billion in assets for a variety of clients, including investment companies, corporations, individuals, and pooled investment vehicles. They offer portfolio management services for businesses, individuals, investment companies, and pooled investment vehicles. Smead Capital Management, Inc. participates in wrap fee programs.
Smead Capital Management, Inc.

2502 EAST CAMELBACK ROAD

PHOENIX, AZ 85016

$6.07B

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brendan O'Hora’s Registration & Firm History

NJ

04/05/2023 - Present

Smead Capital Management, Inc. (Ringwood NJ)

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Licenses & Designations

BOTH

Issued 04/03/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/15/2023

Series 7TO - General Securities Representative Examination

BC

Issued 12/20/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brendan Patrick O'Hora.
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